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Bellwether Investment Group’s Emerson Electric EMR Stock Holding History

Bellwether Investment Group’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-700
Closed -$42K – 231
2017
Q1 		$42K Sell
700
-350
-33% -$20.9K 0.11% 169
2016
Q4 		$59K Buy
+1,050
New +$56.5K 0.05% 249
2016
Q2 		$18K Buy
+344
New +$18.3K 0.02% 336

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's EMR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Emerson Electric (EMR) in Q2 2017, closing a stake of 700 shares — an estimated $42K sold.

Bellwether Investment Group first reported a position in EMR in Q2 2016 and held it in 3 quarters. The position peaked at $59K in Q4 2016. 1,262 funds tracked by Wall St. Rank hold EMR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Emerson Electric position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 700 Emerson Electric shares in Q2 2017, an estimated $42K.
  • Bellwether Investment Group first reported a position in Emerson Electric in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Emerson Electric position peaked at $59K in Q4 2016.
  • 1,262 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.